By Khac Phu Nguyen
Publication Date: 2025-12-15 11:17:00
This article first appeared on GuruFocus.
Amazon’s (NASDAQ:AMZN) new India pledge lands like a calculated swing at the next decade of digital growth. The company lifted its total planned outlay to $35 billion through 2030, stretching from AI-driven digitization and logistics buildouts to export initiatives for small and medium businesses. It builds on years of investment meant to defend share against Walmart-backed Flipkart and a fast-rising pack of local players. One day earlier, Microsoft (NASDAQ:MSFT) matched the momentum with a $17.5 billion commitment over four years to expand data-center capacity, train India’s workforce, and support the development of sovereign technologyits largest investment in Asia and an extension of cloud expansion that has been underway for years.
Together, the moves show how India is becoming an essential growth corridor for US tech giants, offering more than a billion internet users, government support for digitalization, and a…
